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UBS Group

315 hedge funds and large institutions have $17B invested in UBS Group in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 109 increasing their positions, 108 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
7.03%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
56
Increased
109
Reduced
108
Closed
50
Calls
$155M
Puts
$420M
Net Calls
-$265M
Net Calls Change
+$240M
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
276
First Horizon Advisors
Tennessee
$9K
CA
277
Centerpoint Advisors
Massachusetts
$9K
FTI
278
Fiduciary Trust International
Massachusetts
$9K +$9K +687 New
BTNA
279
Bremer Trust National Association
Minnesota
$9K +$9K +687 New
DWM
280
Destination Wealth Management
California
$9K +$9K +706 New
ME
281
McIlrath & Eck
Washington
$8K
FPFS
282
First Personal Financial Services
North Carolina
$8K +$761 +62 +11%
SSB
283
Sandy Spring Bank
Maryland
$7K -$7.63K -654 -52%
TRCT
284
Tower Research Capital (TRC)
New York
$7K -$3.94K -312 -36%
EARNEST Partners
285
EARNEST Partners
Georgia
$7K
PMFA
286
Plante Moran Financial Advisors
Michigan
$7K +$89 +7 +1%
WTC
287
WhitTier Trust Company
Nevada
$7K +$3.89K +336 +125%
VFA
288
Valeo Financial Advisors
Indiana
$6K -$37K -3,226 -86%
SIS
289
Sound Income Strategies
Florida
$6K
TAIM
290
TD Ameritrade Investment Management
Nebraska
$6K +$5.08K +426 +553%
FPB
291
First PREMIER Bank
South Dakota
$6K +$6K +505 New
AF
292
Allworth Financial
California
$5K
CAPTRUST Financial Advisors
293
CAPTRUST Financial Advisors
North Carolina
$5K +$532 +46 +12%
KL
294
KWMG LLC
Kansas
$5K +$812 +62 +19%
NSG
295
Nalls Sherbakoff Group
Tennessee
$5K +$5K +400 New
BCA
296
Berman Capital Advisors
Georgia
$5K +$5K +492 New
FRA
297
Front Row Advisors
California
$4K -$9.13K -696 -70%
SMFS
298
Squar Milner Financial Services
California
$4K
LPWM
299
Lake Point Wealth Management
Texas
$4K +$4K +356 New
GWM
300
Geneos Wealth Management
Colorado
$3K